| Serial Number | 87056879 |
| Word Mark | CHARLES SCHWAB |
| Filing Date | Wednesday, June 1, 2016 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Tuesday, January 30, 2024 |
| Registration Number | 5258857 |
| Registration Date | Tuesday, August 8, 2017 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, May 23, 2017 |
| Description of Mark | The mark consists of the italicized lower case word "CHARLES" stacked over the unitalicized word "SCHWAB" in all caps, both in white, inside a blue square, with the Chinese characters "JIA", "XIN", "LI" and "CAI" written vertically in blue to the right of the square. |
| Goods and Services | downloadable computer software for use in on-line trading of securities and portfolio management in the fields of finance and investment; downloadable podcasts in the fields of finance and investing |
| Name/Portrait Description and/or Consent Statement | The name(s), portrait(s), and/or signature(s) shown in the mark identifies "Charles Schwab", whose consent(s) to register is made of record. |
| Goods and Services | a house mark for a full line of financial advisory, asset management, wealth management, information, risk assessment, brokerage, banking and custody services and investment services |
| Indication of Colors claimed | The color(s) blue and white is/are claimed as a feature of the mark. |
| Transliteration Statement | The non-Latin characters in the mark transliterate to "JIA XIN LI CAI" and this means "excellent", "trustworthy", "wealth management" in English. |
| Disclaimer with Predetermined Text | THE NON-LATIN CHARACTERS THAT TRANSLITERATE TO "LI CAI" |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, June 9, 2016 |
| Primary Code | 009 |
| First Use Anywhere Date | Wednesday, June 12, 2013 |
| First Use In Commerce Date | Wednesday, June 12, 2013 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, June 9, 2016 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, June 12, 2013 |
| First Use In Commerce Date | Wednesday, June 12, 2013 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Westlake, TX 76262 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94105 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94105 |
| Event Date | Event Description |
| Tuesday, January 30, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Tuesday, January 30, 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Monday, January 29, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, December 7, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, December 7, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, December 7, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, December 7, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, December 7, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, August 8, 2023 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, January 30, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, January 30, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Monday, January 30, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, January 30, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, August 8, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Thursday, January 24, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, January 24, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, August 8, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 23, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 23, 2017 | PUBLISHED FOR OPPOSITION |
| Wednesday, May 3, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, April 19, 2017 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, April 19, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 19, 2017 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, April 19, 2017 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, April 19, 2017 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, April 19, 2017 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, April 10, 2017 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Tuesday, April 4, 2017 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Tuesday, March 21, 2017 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, March 10, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, March 2, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, March 2, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, February 24, 2017 | ASSIGNED TO LIE |
| Friday, February 10, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, February 10, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, August 25, 2016 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, August 25, 2016 | NON-FINAL ACTION E-MAILED |
| Thursday, August 25, 2016 | NON-FINAL ACTION WRITTEN |
| Tuesday, August 9, 2016 | ASSIGNED TO EXAMINER |
| Friday, June 10, 2016 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, June 9, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, June 4, 2016 | NEW APPLICATION ENTERED |